Truvestments Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Truvestments Capital’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	1,055 +540	+105%	+$124K	0.03%	317
2026 Q1	$111K	Hold	515	–	–	0.02%	365
2025 Q4	$113K	Hold	515	–	–	0.02%	323
2025 Q3	$111K	Hold	515	–	–	0.02%	331
2025 Q2	$105K	Sell	515 -5	-1%	-$969	0.02%	289
2025 Q1	$101K	Buy	+520	New	+$103K	0.02%	292
2024 Q2	–	Sell	-10	Closed	-$1.83K	–	669
2024 Q1	$1.83K	Hold	10	–	–	﹤0.01%	625
2023 Q4	$1.7K	Hold	10	–	–	﹤0.01%	683
2023 Q3	$1.55K	Buy	10 +5	+100%	+$811	﹤0.01%	604
2023 Q2	$812	Hold	5	–	–	﹤0.01%	637
2023 Q1	$770	Sell	5 -117	-96%	-$17.9K	﹤0.01%	617
2022 Q4	$18.5K	Buy	+122	New	+$18.2K	0.01%	393
2021 Q3	–	Sell	-116	Closed	-$18K	–	655
2021 Q2	$18K	Sell	116 -36	-24%	-$5.53K	0.01%	337
2021 Q1	$22K	Sell	152 -4	-3%	-$569	0.01%	365
2020 Q4	$21K	Buy	+156	New	+$21.1K	0.01%	358
2020 Q3	–	Sell	-357	Closed	-$41K	–	546
2020 Q2	$41K	Buy	357 +39	+12%	+$4.44K	0.04%	229
2020 Q1	$32K	Sell	318 -23,798	-99%	-$2.84M	0.04%	214
2019 Q4	$3.01M	Sell	24,116 -550	-2%	-$66.5K	2.08%	9
2019 Q3	$2.95M	Sell	24,666 -1,025	-4%	-$121K	1.92%	6
2019 Q2	$2.96M	Sell	25,691 -2,633	-9%	-$295K	1.99%	7
2019 Q1	$3.1M	Buy	+28,324	New	+$2.99M	2.38%	4
2018 Q3	$4.25M	Sell	38,415 -1,010	-3%	-$109K	2.04%	5
2018 Q2	$4.01M	Buy	+39,425	New	+$4.02M	2.51%	5

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truvestments Capital's VIG Position: Q2 2026 in Review

Truvestments Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 105% in Q2 2026, buying an estimated $124K and bringing the position to 1,055 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #317.

Truvestments Capital first reported a position in VIG in Q2 2018 and has held it in 23 quarters since. The position peaked at $4.25M in Q3 2018. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Truvestments Capital held 1,055 shares of Vanguard Dividend Appreciation ETF worth $210K as of Q2 2026.
Truvestments Capital bought 540 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $124K.
Vanguard Dividend Appreciation ETF made up 0.03% of Truvestments Capital's portfolio in Q2 2026, its #317 holding.
Truvestments Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 23 quarters since.
Truvestments Capital's Vanguard Dividend Appreciation ETF position peaked at $4.25M in Q3 2018.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.